OUR BACKBONE TEAM
Dr. Joyce Louisa C.
Mr. Kevin Chan K. K.
Mr. Kevin Chan K. K.
Director and Principal Officer (PO)
She has a strong background in wealth planning, real estate, and retail banking, with more than 10 years of experience in these fields. She has developed and executed Strategies for Client Portfolio Structuring, Wealth Preservation, Trust and Estate Planning, Business Succession Planning, and Charitable
Director and Principal Officer (PO)
She has a strong background in wealth planning, real estate, and retail banking, with more than 10 years of experience in these fields. She has developed and executed Strategies for Client Portfolio Structuring, Wealth Preservation, Trust and Estate Planning, Business Succession Planning, and Charitable Foundation & Foundation Management. She has also contributed to the business development and marketing of trust services, as well as the internal training of associates and advisors. She values the privacy and trust of each client, and she adhere to the highest standards of ethics and professionalism in my work. Her goal is to provide peace of mind and financial security to her clients and their families.
Mr. Kevin Chan K. K.
Mr. Kevin Chan K. K.
Mr. Kevin Chan K. K.
Chief of Operating Officer
Kevin is a seasoned professional with 20 years of diverse experience in finance, retail management, and the nutrition and healthcare industries. Over the past 5 years, he has honed his expertise in consulting and the Trust company sector. As the Head of Operation and Compliance Officer at a Labuan Trustee company
Chief of Operating Officer
Kevin is a seasoned professional with 20 years of diverse experience in finance, retail management, and the nutrition and healthcare industries. Over the past 5 years, he has honed his expertise in consulting and the Trust company sector. As the Head of Operation and Compliance Officer at a Labuan Trustee company, Kevin provides strategic leadership, ensures regulatory compliance, and drives operational excellence. He also plays a key role in fostering a positive company culture and supporting HR initiatives. In collaboration with a Labuan family office, Kevin offers a comprehensive range of private wealth management services designed for ultra-high-net-worth families. These services include financial management, strategic planning, and concierge services, with a particular emphasis on educating the next generation in wealth management. Kevin’s expertise is crucial to both single and multi-family offices, which vary in scope based on the complexity of the families' wealth.
Mr. Jason Tan Y. W.
Mr. Kevin Chan K. K.
Mr. Jason Tan Y. W.
Head of Legal & Secretarial
Compliance Officer
Mr. Jason Tan, serving as Principal Advisor, specializes in Corporate Counsel work, with a focus on Corporate & Commercial Laws, Corporate Incorporation & Secretarial services, Corporate Regulatory Compliance & Governance Practices, Outsourcing Solutions & Corporate Services, as well as Busines
Head of Legal & Secretarial
Compliance Officer
Mr. Jason Tan, serving as Principal Advisor, specializes in Corporate Counsel work, with a focus on Corporate & Commercial Laws, Corporate Incorporation & Secretarial services, Corporate Regulatory Compliance & Governance Practices, Outsourcing Solutions & Corporate Services, as well as Business Succession Trust & Wills Writing. In his capacity, Mr. Jason Tan provides consultancy services to companies spanning various industries, advising on optimal market-entry strategies and suitable operational structures for expansion in Asia. He actively participates in strategic decision-making processes alongside senior management at both local and international levels. His responsibilities entail safeguarding the best interests of these companies and mitigating potential risks through tasks such as reviewing and amending commercial agreements, facilitating corporate restructuring, implementing internal compliance policies, and managing transaction risks pertinent to respective businesses.
FAMOS INVESTMENT RESEARCH COUNCIL
Vice-Chairman
Dr. Justin S P Chan is the founder and CEO of JCube Capital Partners, an investment management company with Capital Markets Service license under the Monetary Authority of Singapore (MAS). Besides, he is also the founder of DataDrivenInvestor (DDI) (and its DDI Medium publication), home to 1.5 million monthly readers and writers worldwide in technology, finance, and entrepreneurship. DDI is also an application ecosystem empowering investors, technologists, and professionals with data, knowledge, and expertise in their quests for data-driven investment insights and related project opportunities. Dr Chan was a former quantitative strategist at Grantham, Mayo, Van Otterloo. A former researcher and published author in finance, Dr Chan specialized in microstructure, alternative data and behavioral finance, published in peer-reviewed finance academic journals, and was a research faculty at Singapore Management University. Currently, Dr Chan is an adjunct lecturer at the Advanced Computing for Executives at the National University of Singapore (NUS) in the areas of Fintech and Artificial Intelligence. Dr Chan received his Ph.D. in finance from UCLA Anderson School.
INDUSTRY PARTNERS - INFINITE DYNASTY FAMOS LIMITED
Mr. aNuar Misnan
Ms. Catherine Lee S. B.
Ms. Catherine Lee S. B.
Chief Executive Officer - Legacy & Strategy
As a seasoned trust and estate planning practitioner since 2017, he has successfully developed and implemented comprehensive legacy and succession strategies. His unique blend of expertise in both conventional and Islamic wealth management frameworks allows him to provide tailored guidance to clients seeking to secure their financial futures.
With more than a decade background in entrepreneurship, prior into the estate planning industry, and a deep understanding of business operations, aNuar offer valuable insights into the challenges and opportunities faced by business owners. His ability to navigate complex legal and financial landscapes ensures that clients receive comprehensive and effective solutions.
With a strong academic credentials in business management, facilitation and estate planning, aNuar is equipped to deliver expert guidance and support to clients. Dedicated to empowering individuals and businesses, he is passionate about sharing knowledge and promoting an executable estate planning and business legacy practices.
Beyond his technical skills, aNuar is an ardent supporter of education and fostering a culture of empowerment. He does actively engage in public campaigns and forums to educate individuals on the importance of estate planning and wealth preservation.
Through his work as a facilitator and advisor, aNuar have helped countless clients achieve their financial goals and protect their legacies.
aNuar favourite quote:
ProActive, not ReActive,
Secured, not Stressed,
Grateful, not Regretful.
"Love Inspires, Legacy Endures"
Ms. Catherine Lee S. B.
Ms. Catherine Lee S. B.
Ms. Catherine Lee S. B.
Head of Compliance & Operation
She started her career as an Advocate &
Solicitor in 1996. She has had the
privilege of practicing in both
conveyancing and litigation matters.
In conveyancing: has dealt with
sale and purchase of properties,
loan matters and various types of
agreements involving a variety of
industries eg. IT: SLA and IP related
agreements, construction etc. In
litigation: she has dealt with civil
cases including family law matters
involving courts of all levels right up
to the Federal Court (a.k.a. apex
court of the land). Personally, she is a
good listener and patient in
giving advice and explaining the
complexities of the law to her
clients. Her objective is to help
clients solve their problems in a
simple and straightforward manner,
to the best of her ability. She endeavours
to provide the most comprehensive
legal services that she can to her
clients.
Mr. Hisham Ismail
Ms. Catherine Lee S. B.
Mr. Hisham Ismail
Chief of Technology Officer
Hisham Ismail has been in the IT/Telecommunications sector, specifically in the Telecom and mission-critical sectors for more than 25 years. Hisham has commissioned several Operations Support System (OSS), Business Support System (BSS) and Value-Added Services (VAS) products for telecommunication companies around the world. Hisham is adept in business management such as Fund Raising, Business Strategy and Planning, Business Turnaround Strategy and Financial Planning. Hisham started his career by designing home-grown pager equipment, from electronics design to firmware development, before moving into Multi-Application Smart Card development for a Canadian company, with offices in Malaysia and Indonesia. Hisham then moved into the Billing and Mediation System project for Celcom Malaysia, before continuing the Mediation and Provisioning System for Satelindo in Indonesia. Hisham also provided the VAS system, Partner Management System to Maxis Mobile in Malaysia, including the Booking System and Payment Network integrations with AirAsia through collaboration with Maxis. Hisham then moved to Europe, doing a Service Delivery Platform, Product Management and Global Integration Platform for Vodafone Global, covering the Operating Companies in Netherland, United Kingdom, Ireland and Spain. Hisham also provided various VAS systems and contents for Du in UAE, Orange in Jordan, Saudi Telecom in Kingdom of Saudi Arabia, Viva in Kuwait, Zain in Bahrain, Kuwait and Jordan. Hisham then moved into the e-Learning segment and worked for Open University Malaysia for their e-Learning project in Saudi Arabia, commissioning a nationwide e-learning platform, including design, build and commission of data centres in Riyadh and Jeddah, television broadcasting network for Saudi Arabia Learning TV channels. Thereafter, Hisham worked for Scan Associates Berhad in the Broadband over Power Line project, designing the fibre passive optical network to the target residential areas, and delivering broadband experience to the homes through electrical power lines as the last-mile network. This project also involved setting up the OSS and BSS components to become a full-fledged Internet Service Provider.
Our Industry Partners
